Making the Most of Your Charitable GivingWe help clients make charitable gifts in the most tax-efficient manner possible, using several different planning strategies.
- A charitable remainder trustor a charitable gift annuity can provide an immediate income tax deduction, a lifetime stream of income, and a waiver of capital gains taxes owed on contributed property.
- A charitable lead trustcan create an income stream to a charity for a term of years, and the remainder of the trust assets pass to beneficiaries without any estate or gift tax consequences.
- A private foundationoffers control over gifts by placing restrictions on how the gifts are ultimately used by charities.
- A donor advised fundallows an income tax savings on regular monthly or weekly contributions to churches or charities.
South Florida Estate Planning Attorney Brian C. Perlin, assists clients with Estate Planning, Elder Law, Probate Court, Probate & Estate Administration, Long-Term Care, Medicaid Planning, Veterans Benefits, Charitable Planning, Special Needs Planning, Estate Tax Planning, Business Succession and Asset Protection, in the cities of Miami, Coral Gables, and Kendal, Florida, and the surrounding areas.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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